TruPlan Financial Advisors Employee Directory

Q: What is TruPlan Financial Advisors known for?

TruPlan Financial Advisors was founded in 1989. TruPlan Financial Advisors operates in the Financial Services industry.

Q: How many employees does TruPlan Financial Advisors have currently?

TruPlan Financial Advisors has approximately 12 employees.

Financial ServicesMinnesota, United States11-50 Employees

TruPlan Financial Advisors is committed to delivering customized, comprehensive financial plans based on clients’ unique goals for the future. Our knowledgeable team includes Certified Financial Planners® and Certified Public Accountants® as well as specialists in qualified retirement plans and strategic partnerships. We believe clients deserve tax-smart investment strategies, personalized financial plans, and best-in-class service. And when financial professionals collaborate on their behalf – across accounts, disciplines, and companies – it advances our industry and the depth of advice clients receive.

Helping people reach their financial goals has always been our top priority. That remains true today – whether you’re a client, partner, or fellow advisor.

Securities offered through Cetera Wealth Services LLC, member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. TruPlan Financial Advisors is not a registered broker/dealer or registered investment advisory firm.

(763) 541-8400 phone 
3300 Fernbrook Lane North, Suite 210
Plymouth, MN 55447

Find TruPlan Financial Advisors employees' phone numbers or email addresses

TruPlan Financial Advisors Global Highlights

North America
36

United States Of America
36

TruPlan Financial Advisors's Leadership

J. P.
President, Senior Financial Advisor, Cfp
Mobile Phone
Email
R. S.
Partner
Mobile Phone
Email
S. B.
Owner
Mobile Phone
Email
E. L.
Operations Manager
Mobile Phone
Email
C. J.
General Manager
Mobile Phone
Email
C. N.
General Manager
Mobile Phone
Email
C. S.
General Manager
Mobile Phone
Email
A. C.
Principal
Mobile Phone
Email

Contact profiles from TruPlan Financial Advisors

Name

Title

Contact Info

Location

Last Update

Z. A.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
E. S.
Managing Director–eastern Region, Senior Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Nov 27, 2025
J. P.
President, Senior Financial Advisor, Cfp
Mobile Phone
Email
United States
Oct 22, 2025
A. C.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. M.
Mobile Phone
Email
Dec 11, 2024
A. F.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
C. W.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. P.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. C.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is TruPlan Financial Advisors known for?

TruPlan Financial Advisors was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 2 Carlson Parkway North, Suite 175. Explore TruPlan Financial Advisors's company overview page for more information.

What is TruPlan Financial Advisors's most common email format?

TruPlan Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TruPlan Financial Advisors email formats with LeadIQ.

How many employees does TruPlan Financial Advisors have currently?

TruPlan Financial Advisors has approximately 12 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are TruPlan Financial Advisors's key employees and leadership?

As of December 2025, TruPlan Financial Advisors's key employees include:

President, Senior Financial Advisor, Cfp: J. P.
Partner: R. S.
Owner: S. B.
Operations Manager: E. L.
General Manager: C. J.

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